November 2018

Posted by | November 19, 2018
The Pros and Cons of Payable on Death Accounts

One of the most common goals of estate planning is avoiding probate.  Probate is the court supervised process whereby your executor or administrator marshals your assets, pays your debts and...

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Posted by | November 14, 2018
2018 Midterm Elections: What Do They Mean For Your Estate Plan?

Strategic Planning Guidance in Light of the Midterm Results Estate planning is meant to be an ongoing process, not a one-time transaction. In the same way that you never stop...

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Posted by | November 7, 2018
Stand Alone Retirement Trusts

Why You Should Consider a Standalone Retirement Trust to Protect Inherited Retirement Accounts If you are like most people, a significant part of your net worth is contained in qualified retirement...

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